Financial Services firm with their UK Head office located in Birmingham are looking to hire an experienced Advice Policy Consultant to take ownership of a number of core advice areas in which the firms Financial Advisers operate.
The role holder will be responsible for developing guidelines, processes and products the Financial Advisers use to engage clients and complete the advice process.
Responsibilities will also include working with both internal developers and external suppliers to ensure systems used to provide financial advice are robust and effective to support advice policy and deliver the advice process efficiently whilst maintaining compliance standards.
On behalf of a well-established and professional client, Reward Recruitment is looking for a Client Services Administrator to join their team, who will play a leading role in organising and supporting the firm's Advisers.
The right candidate must be able to work within a small team and have the confidence to deal directly with clients and providers.
This individual must have self-motivation and the determination to succeed in this role, be detail-focused, have a willingness to learn, and have a "can do" attitude.
Posted by Perfect Fit People Recruitment • £23K/yr to £25K/yr
Do you have a flair with customer service
Can you "plate spin" and manage changing priorities?
General
Do you have a confident telephone manner together with strong administrative and IT skills?
This hugely successful business is synonymous not only with providing a first-class service to their customers, but also committing to the wellbeing of their staff which continues to be demonstrated in both staff retention and feedback from staff.
Posted by Belinda Roberts Ltd • £26K/yr to £27K/yr
Fast growing energy business based in the Bury area requires a Service Delivery Coordinator, this is a role that sits within the Customer Service team.
The primary function of this role is managing all account queries through a first-class customer centric approach.
This is a newly created role due to the growth of the business.
Working pattern: Monday to Friday, 09:00am - 17:00pm
The Directorate PA will provide a full and comprehensive administrative service to the Head of Operations/Directorate Management Team and manage and co-ordinate the administration in the Secretariat, ensuring the most efficient and effective use of resources.
As an IFA administrator you will provide all 'Pre' and 'Post' advice administration support including engagement letters, letters of authority, setting up and maintaining client files, obtaining valuations and illustration reports, obtaining quotes and processing new business, transfers and withdrawals.
This is a fantastic opportunity for someone who's already supporting Financial Advisers to work with a fantastic business, increase their knowledge and experience and have opportunities to further their career in the future.
An award winning Independent Financial Advisers in Bury are seeking a new Client Services Executive to assist the team in providing administrative support to their advisers.
Their own Charitable Foundation helps support the community, and internally they provide training and support so that you can develop and progress within the business.
As a company they have just as much of a commitment to the community as they do their employees.